How Partner Share Access works
Partner Share Access creates a view-only connection to your reports and boards. When you invite someone as a partner, they create their own organization and immediately get access to the reports and boards you've shared.
Share with a partner
There are a few ways to invite a partner:
From a report:
Open the report you want to share
Click Share Report >> Share with Partner
Choose an existing partner or add a new one
Enter the partner's email address
Select which reports to share (you can pick multiple)
Click Send invitation
From a board:
Open the board you want to share
Click Share Board >> Share with Partner
Choose an existing partner or add a new one
Enter the partner's email address
Select which boards to share
Click Send invitation
From Workspace Settings:
Open your workspace dropdown and click Workspace Settings
Go to the Partner share access tab
Click Add Partner
Enter the partner's email address and select what to share
The partner will receive an email invitation. Once they accept, they'll create their own organization and immediately get access to the reports and boards you've shared.
Manage Partner Share Access
Need to adjust what a partner can see or remove their access entirely? Here's how to manage everything from one place:
Open your workspace dropdown and click Workspace Settings
Go to the Partner share access tab
You'll see your active partner organizations and any pending invitations below
From here, use the Manage dropdown next to any partner to:
Manage shared reports — toggle which reports each partner can access
Manage shared boards — toggle which boards each partner can access
Remove partner — revoke all access immediately
You can also see at a glance how many reports and boards are currently shared with each partner.
What partners can do
Partners who already have an existing account get added to their partner organization automatically. New partners will receive an invitation to create their own account and organization.
Partners can:
View live data on shared reports and boards
Change metrics, filters, and date ranges to explore the data
Invite their own team members to their partner organization
Partners can't:
Save any changes they make
Affect your original reports or boards in any way
Access any reports or boards you haven't explicitly shared
Important limitations
Private domains (one email per domain):
You can only invite one person per private email domain (e.g., if you invite [email protected], you can't add another email from @company.com).
Public domains (multiple emails allowed):
You can invite multiple addresses from public domains like @gmail.com, since they don't represent a single organization.
Why use Partner Share Access instead of guest access?
Use guest access when you want someone to see everything in your workspace. Use Partner Share Access when you want to share specific reports and boards without giving broader access — like sharing campaign results with a client while keeping other client data private.
Still need help?
Reach out to us via live chat or at [email protected].